Staley Capital

Investment approach

Thesis

Staley Capital invests at the inflection point — after early signals are visible and real customers exist, but before the category becomes crowded or consensus-driven. That window requires pattern recognition, TAM discipline, and the conviction to move before it is obvious.Source (opens in a new tab)

Eligibility

We invest in B2B software and applied AI companies serving consumer-facing industries, typically at the moment of early commercial maturity:

Traction requirement

$5 to $20 million in recurring revenue, with strong unit economics and capital-efficient growth.

Investing status notes

If you are building in one of our focus verticals, at the stage where traction is real but the next phase of scale requires more than what got you here, we would like to hear about what you are building.